Actions

This section shows the actions available in the Periodic Job Budgets API workspace.

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Field	Description
Reset Prior Period Figures	Select this action to reset all period figures on all the lines for the periods that lie before the current start period. The result will be that Prior Periods rows in the window Periodic Job Budgets will be zero. Depending on whether the periodic budget is in sync (the field "Job Budget Follows Periodic Job Budget" is ticked) with the non-periodic budget, running the action will either influence the non-allocated figures or bring down the non-periodic budget figures.
Allocate Un-allocated Budget Figures	Select this action to allocate the un-allocated quantity, cost and billing prince on job budget lines. The un-allocated figures will be placed in the first period in the current view of the periodic job budget. The unit cost and unit billing prices of all the periods in the periodic job budget will be changed to the unit prices of the corresponding job budget line. Furthermore, the action will tick the field "Job Budget Follows Periodic Job Budget" to true.
Submit Budget	When you select this action, the job budget currently displayed changes status to “Submitted.” This is a way of indicating that the budget is ready for approval. A job budget cannot be approved until it has been submitted. For more information about submitting and approving multiple job budgets at a time, please see the description of the Approve Job Budgets window. Only users for whom the “Can Change Job Budget” field in the Actions window in the Set-Up module is marked can submit job budgets.
Approve Budget	When you select this action, the job budget currently displayed is approved. You can only approve a budget if it has been submitted. On approval, Maconomy takes a “snapshot” of the budget, which can then be viewed in the Job Budget Revisions window. The job budget can then no longer be changed, except for the following fields: “Planned Starting Date,” “Planned Ending Date,” “Deliv. Remarks,” “Vendor,” “Your Reference,” “Create Sales Order,” “Selected,” “Purchase Order Currency,” and “Remarks 1-10.” These fields all have in common the fact that they are of no financial consequence for the job. If you want to change any other fields, you must first reopen the budget and edit the revision created as a result of the reopening. For further information about approving multiple job budgets at a time, please see the description of the Approve Job Budgets window. Only users for whom the “Approve Job Budgets” field in the Actions window in the Set-Up module is marked can approve job budgets. If the budget is of the type specified as the job’s planning budget, all new/changed skill requirements created in the Job Planning window or the Skill Requirements window in the Resource Planning module for budget lines on the current planning budget will be checked. If the employee specified on the planning line does not fulfill the new/changed skill requirements specified for the job budget line in question, a warning will be issued for each violation. In addition, the booking type specified on the lines of the planning budget will be copied to the detailed planning upon approval, so that the allocation type of each budget line will be transferred to its related detailed planning line. If the current job is a fixed-price job with overrun handling, and if “Budget” is selected as the basis for the fixed price on the job parameter attribute “Fixed-Price Budget,” a new fixed price can result in the creation, reduction, or increase of an overrun on the job when the budget is approved. This happens if already registered postings on the job before or after the approval of the budget have exceeded the fixed price. In this case, a job revenue recognition journal is created to be posted in the G/L module. For more information, see the description of the job parameter attribute “Handling of Overruns.” For this attribute, you can specify whether a job assigned this job parameter should handle overruns. An overrun occurs when the costs registered on a job exceed the agreed-to fixed price of the job. The “fixed price” of a time-and-material job can either be the budgeted billing price of the latest approved job budget or the approved quote price of the time-and-material job.
Reopen Budget	When you select this action, the job budget currently displayed is reopened. At the same time, Maconomy creates a revision. A “snapshot” of the budget as it looked in the previous revision can be seen in the Job Budget Revisions window. If fixed exchange rate information has been specified for the job in the Job Price Information window, and the information has changed since the budget was last submitted, Maconomy will recalculate the budget on the basis of the new currency information when the budget is reopened. The job budget must then be submitted before it can be approved again. For further information about submitting and approving multiple job budgets at a time, please see the description of the Approve Job Budgets window. Only users for whom the “Reopen Job Budgets” field in the Actions window in the Set-Up module is marked can reopen budgets.
Copy Budget From Template	Select this action to copy budget from job template.